Parul gupta
@parulgupta3
I grow and retain high-volume fintech and wealth-management client portfolios.
IndiaWhat I'm looking for
At Religare Broking, I manage and retain 1,000+ client relationships, using Salesforce CRM to identify at-risk accounts, uncover expansion opportunities, and deliver data-backed product recommendations.
Previously at SBI Securities and Axis Bank, I managed portfolios exceeding $7.5M, grew a personal margin book by about 140%, delivered 120–150% of retention and cross-sell targets, and maintained zero audit discrepancies through compliant KYC/AML/SEBI processes.
Experience
Work history, roles, and key accomplishments
Customer Success Manager
Religare Broking
Jun 2026 - Present (4 months)
Manage and retain a live book of 1,000+ client relationships using Salesforce CRM, proactively identifying at-risk accounts and expansion opportunities. Deliver timely, data-backed product recommendations and resolve client queries through needs and risk-profile analysis.
Senior Customer Success Manager
SBI Securities
Dec 2024 - May 2026 (1 year 5 months)
Managed relationships and retention for 1,500+ clients across a combined portfolio exceeding $7.5M in equity, derivatives, and mutual funds. Grew personal margin book from ₹4.5 Cr to ₹10.8 Cr (~140% growth) within one year through proactive relationship management and cross-sell execution.
Customer Success Associate
Axis Bank
Mar 2023 - Nov 2024 (1 year 8 months)
Drove client retention and cross-sell using CRM data, consistently achieving 120–150% of assigned targets. Designed structured onboarding journeys that lifted new-client activation to 8–15 clients/month and maintained 100% compliance with KYC/AML/SEBI guidelines.
Education
Degrees, certifications, and relevant coursework
Manipal University
Post Graduate Diploma, Banking Services
2022 - 2023
Completed a Post Graduate Diploma in Banking Services at Manipal University from March 2022 to April 2023.
University of Lucknow
MBA, Business Administration
2020 - 2022
Pursued an MBA at the University of Lucknow from December 2020 to May 2022.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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